13F Pro

Hedge Funds Similar to BIRCHBROOK

13F Portfolio OverlapQ2 2026BIRCHBROOK portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BIRCHBROOK, INC. is an institutional investor managing $213M across 305 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BIRCHBROOK are Bluebird Wealth, ITHAKA GROUP, MERIDIAN, with shared positions in $CRWD, $C, $UBER, $HOOD, $NOW, $ISRG. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 5 shared positions
$CRWD$C$UBER$HOOD$NOW
$115M
89 positions
#2ITHAKA GROUP LLCActive
Notable overlap · 5 shared positions
$CRWD$HOOD$UBER$ISRG$NOW
$551M
40 positions
#3MERIDIAN MANAGEMENT COActive
Notable overlap · 6 shared positions
$FTNT$CRWD$CRM$ISRG$IQV$UBER
$446M
84 positions
#4FUNDSMITH INVESTMENT SERVICES LTD.Active
Notable overlap · 4 shared positions
$IDXX$FTNT$UBER$WM
$4.5B
27 positions
#5Employees Provident Fund BoardActive
Notable overlap · 6 shared positions
$CRWD$UBER$ISRG$NOW$DIS$CRM
$17.4B
68 positions
#6GFG Capital, LLCPassive
Some overlap · 5 shared positions
$CRWD$HOOD$UBER$NOW$ADSK
$363M
100 positions
#7Elevated Private Wealth, LLCPassive
Some overlap · 6 shared positions
$CRWD$CRM$NOW$PEP$FDX$CVS
$106M
76 positions
#8Fundsmith LLPActive
Some overlap · 3 shared positions
$IDXX$FTNT$UBER
$13.6B
41 positions
#9LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 5 shared positions
$FTNT$UBER$WM$CRM$NOW
$138M
71 positions
#10Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 6 shared positions
$CRWD$ISRG$NOW$CRM$DIS$C
$249M
151 positions
#11Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$FTNT$UBER$PEP$WM$NOW
$493M
103 positions
#12Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$IDXX$ISRG$LMT$NOW
$817M
89 positions
#13Vickerman Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$FTNT$PEP$CRM$FDX$HONA$DIS
$515M
100 positions
#14Aldebaran Financial Inc.Passive
Some overlap · 5 shared positions
$CRWD$FTNT$WM$DIS$CRM
$123M
82 positions
#15CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$C$PEP$IQV$UBER$WM$CRM
$150M
260 positions
#16Manhattan West Asset Management, LLCPassive
Some overlap · 5 shared positions
$FTNT$C$UBER$IQV$DIS
$599M
185 positions
#17Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$WM$DIS$NOW$UBER
$134M
103 positions
#18Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$CRWD$C$UBER$NOW
$317M
38 positions
#19Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$CRWD$UBER$CRM$ISRG$DIS
$115M
50 positions
#20FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$C$PEP$LMT$COP$NOW
$5.3B
210 positions
#21Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$UBER$PEP$CRWD$CRM$WM
$825M
104 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$C$PEP$WM$COP$IQV
$1.3B
97 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$FTNT$WM$CRM$LMT$ADSK
$124M
100 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$WM$LMT$NOW$HONA
$358M
74 positions
#25Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$UBER$DIS$FDX$CVS
$684M
359 positions

Compare BIRCHBROOK’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BIRCHBROOK’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.